Roth Financial Group, Merritt Island, Florida

Newsletters

The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.